Listing Approval: The Gateway to All Lead Programs
Quick Answer
You must have at least one approved listing to receive ANY type of lead through Heritage Web - whether paid referrals ($29-$395), pro bono opportunities, or real estate leads. No leads will match to your account before approval, and this requirement cannot be bypassed.
Overview
Listing approval is the critical first step that unlocks Heritage Web's entire lead generation ecosystem. Think of it as your professional credential that allows the system to match you with potential clients. Without an approved listing, you'll have access to your dashboard but won't see any opportunities.
Why Listing Approval is Required
Heritage Web uses a sophisticated six-filter matching engine to connect clients with the right professionals. The system needs verified information about your:
Professional licenses and credentials
Service areas and specialties
Languages you or your team speak
Geographic service radius
Contact information
This verification ensures quality matches and protects both professionals and clients.
The Approval Process
Step 1: Create Your Listing
Choose the appropriate listing type:
Profile Listing: For individual professionals (one per account maximum)
Organization Listing: For businesses, firms, or nonprofits (unlimited)
Event Listing: For conferences, workshops, or programs (unlimited)
Job Listing: For employment opportunities (unlimited)
Step 2: Submit for Review
After completing all required fields, click "Publish Draft" to submit your listing for review. Your status will change to "Pending Review."
Step 3: Review Timeline
Sponsor listings: 1 business day
Free listings: 2-3 business days
Review happens during business days only
Step 4: Verification Process
Heritage Web's team conducts:
Manual review of all information
Third-party verification of contact details
Professional license validation through government databases
Business registration confirmation
Identity verification
Spam detection (15-20% rejection rate)
Step 5: Approval or Rejection
If Approved: Status changes to "Approved" and lead matching begins immediately
If Rejected: You'll receive specific reasons and can resubmit after corrections
Common Rejection Reasons
For Profile Listings
Using business or organization name instead of personal name
Missing required professional licenses
Invalid or expired licenses
Unverifiable contact information
For Organization Listings
Name doesn't align with legal business entity
Marketing language in the name field
Missing required business registration
Incorrect listing type selection
General Issues
Spam or fraudulent content
Incomplete required fields
Unverifiable information
Violation of terms of service
What Happens After Approval
Immediate Activation
Your listing goes live on HeritageWeb.com
Lead matching begins instantly
Heritage Web assigns additional community publications
You enter all three lead distribution systems
Lead Visibility
Paid referrals appear in your Leads Dashboard
Pro bono opportunities show in Pro Bono Dashboard
Real estate leads (if applicable) delivered via SMS/email
No retroactive matching for leads from before approval
Publication Assignment
Heritage Web staff assigns your listing to relevant publications based on:
Industry/profession selection
Community Affiliation field
Languages specified
Content in your bio/description
Geographic location
Important: The Pending Changes System
When you edit an approved listing:
ANY edit triggers re-review
A "Pending" version is created while your current version stays live
Your approved version continues receiving leads during review
The pending version overwrites any previous pending changes
You cannot have multiple pending versions
This means you never lose lead access while updating your listing.
No Leads Before Approval - No Exceptions
Critical Points to Remember
Lead matching is impossible without approved listing data
The dashboard will appear empty until approval
There's no retroactive matching - you won't receive leads from before your approval date
Multiple listings don't speed up approval for any single listing
Enterprise accounts still require standard approval
Maintaining Your Approved Status
Annual Reviews
Heritage Web conducts annual license verification:
Expired licenses are marked but listing remains published
Invalid licenses are excluded from lead matching
Your listing doesn't revert to pending status
You continue receiving leads (except with invalid licenses)
Status Management
Your listing can have different statuses:
Approved: Live and receiving leads
Pending: Awaiting review (new or edited)
Rejected: Needs correction before resubmission
Paused: Temporarily hidden by your choice
Expired License: Published but excluded from matching
FAQs
Q: Can I receive leads while my listing is pending? A: No. Your listing must be approved before any lead matching can occur. There are no exceptions to this rule.
Q: What if I have multiple listings - do they all need approval? A: You only need ONE approved listing to start receiving leads, but each listing must be individually approved to be active.
Q: Can I expedite the approval process? A: Sponsor listings receive priority review (1 business day vs. 2-3 days for free listings). This is the only way to expedite approval.
Q: Will I receive leads from before my approval date? A: No. Lead matching only begins after approval. There is no retroactive matching for the period before approval.
Q: What happens if my license expires after approval? A: Your listing remains published but is excluded from new lead matching until you update your license information.
Next Steps
Complete all required fields in your listing
Ensure your professional licenses are current and valid
Submit your listing for review during business days
Consider sponsoring for faster approval (1 business day)
Monitor your email for approval notification or rejection reasons